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Jun 30, 2020

DaVita Q2 2020 Earnings Report

Reported consolidated revenues of $2.880 billion and diluted earnings per share from continuing operations of $1.62.

Key Takeaways

DaVita's Q2 2020 results showed a focus on patient and staff safety amidst the COVID-19 pandemic. The company reported consolidated revenues of $2.880 billion, operating income of $410 million, and diluted earnings per share from continuing operations of $1.62.

Consolidated revenues reached $2.880 billion.

Operating income was $410 million, representing a 14.2% operating margin.

Diluted earnings per share from continuing operations were $1.62.

The company issued $1.750 billion of 4.625% senior notes to redeem existing 5.125% senior notes.

Total Revenue
$2.88B
Previous year: $2.84B
+1.3%
EPS
$1.95
Previous year: $1.22
+59.8%
US Treatment Volume
7.57M
US Treatment Days
78
Avg Treatments/Day
97.06K
Previous year: 96.42K
+0.7%
Gross Profit
$895M
Previous year: $885M
+1.2%
Cash and Equivalents
$2.93B
Previous year: $3.58B
-18.1%
Free Cash Flow
$507M
Previous year: $435M
+16.6%
Total Assets
$19.3B
Previous year: $19.9B
-3.1%

DaVita

DaVita

DaVita Revenue by Segment

DaVita Revenue by Geographic Location

Forward Guidance

DaVita provided its 2020 guidance with revenue between $11.5 billion and $11.7 billion.

Positive Outlook

  • Revenue between $11,500 million and $11,700 million.
  • Adjusted operating income margin between 14.0% and 14.75%.
  • Effective income tax rate on adjusted income from continuing operations attributable to DaVita Inc. between 28.0% and 29.5%.
  • Adjusted diluted net income from continuing operations per share attributable to DaVita Inc. between $6.25 and $6.75.
  • Free cash flow from continuing operations between $800 million and $1,000 million.

Challenges Ahead

  • Significant risks and uncertainties, including those described below, and actual results may vary materially from these forward-looking measures.
  • The widespread impact of the COVID-19 pandemic continues to generate significant risk and uncertainty, and as a result, our future results could vary materially from the guidance provided below.
  • We do not provide guidance for diluted net income from continuing operations per share attributable to DaVita Inc., effective income tax rate on income from continuing operations or free cash flow from continuing operations on a basis consistent with United States generally accepted accounting principles (GAAP) nor a reconciliation of forward-looking non-GAAP financial measures to the most directly comparable GAAP financial measures on a forward-looking basis because we are unable to predict certain items contained in the GAAP measures without unreasonable efforts.
  • These non-GAAP financial measures do not include certain items, including loss on changes in ownership interests, accruals for legal matters, refinancing charges and foreign currency fluctuations, which may be significant.
  • The guidance for our effective income tax rate on adjusted income from continuing operations attributable to DaVita Inc. also excludes the amount of third party owners' income and related taxes attributable to non-tax paying entities.

Revenue & Expenses

Visualization of income flow from segment revenue to net income